About Upgrades to Unity Connection 9.x

The following points should be considered when upgrading from Unity Connection 7.x, 8.0, or 8.5 to version 9.x:

If you have never upgraded the Unity Connection server before, the upgrade copies the new version to an empty partition.

If you have upgraded the Unity Connection server before, the upgrade copies the new version to the inactive partition, which usually contains a version of Unity Connection older than the version that is running on the active partition. (If you previously upgraded to a later version and then reverted to the older version, the inactive partition includes a version of Unity Connection later than the version that is currently running.) The software that was on the inactive partition before you started the upgrade is overwritten.

Depending on your current version, you may be required to upgrade twice to reach the desired version. In that case, the current version is no longer available when the upgrade is complete because the partition that contains the current version will be overwritten by the second upgrade.

If you are upgrading a Cisco MCS 7825-H3 server (or the equivalent HP DL320G5), Unity Connection must reformat the hard disk to convert from hardware-based RAID to software-based RAID. When the upgrade is complete, only the latest version of Unity Connection will be available on the hard disk.

While upgrading an MCS 7825-H3 or HP DL320G5 server, Unity Connection saves data and voice messages to an external drive. You must have a 128 GB or larger USB flash drive or external hard disk to perform the upgrade for these servers.

The following points should be considered when upgrading from Unity Connection 8.6 to version 9.x:

If you have never upgraded the Unity Connection server before, the upgrade copies the new version to an empty partition.

If you have upgraded the Unity Connection server before, the upgrade copies the new version to the inactive partition, which usually contains a version of Unity Connection older than the version that is running on the active partition. (If you previously upgraded to a later version and then reverted to the older version, the inactive partition includes a version of Unity Connection later than the version that is currently running.) The software that was on the inactive partition before you started the upgrade is overwritten.

Depending on your current version, you may be required to upgrade twice to reach the desired version. In that case, the current version is no longer available when the upgrade is complete because the partition that contains the current version will be overwritten by the second upgrade.

Upgrading a Connection cluster, an upgrade requires approximately four hours.

Depending on the data size, switching to the upgraded software may requires some time.

Status of Unity Connection Features During an Upgrade from Unity Connection 7.x, 8.0, or 8.5 to Unity Connection 9.x

During an upgrade from Unity Connection 7.x, 8.0, or 8.5 to Unity Connection 9.x, if you do not have a cluster, Unity Connection is completely disabled for the entire duration of the upgrade.

If you are upgrading a cluster, the upgrade starts on the publisher server. Unity Connection functionality on the publisher server is completely disabled for the entire duration of the upgrade. Note the following about the functionality that is available on the subscriber server while the publisher server is being upgraded:

If the phone system is routing calls to the subscriber server, outside callers and Unity Connection users can leave voice messages, but the messages are not immediately delivered to user mailboxes.

Unity Connection users can use the telephone user interface (touchtone conversation ) to listen to messages that are left before you start the upgrade. However, users cannot listen to messages that are left during the upgrade, and Unity Connection will not always retain the status of messages. For example, if a user plays a voice message during the upgrade, the message may be marked as new again after the upgrade. If a user deletes a message, the message may reappear after the upgrade.

If Unity Connection users use the touchtone conversation to change their user preferences or other settings during the upgrade, their changes will probably be lost. (There are brief periods during the upgrade when changes are saved, but identifying those periods is difficult at best.)

Cisco Unified Operating System Administration is available, but other administration user interfaces, for example, Connection Administration and Cisco Unity Connection Serviceability, are not available. In addition, custom administration interfaces that were developed by using the Unity Connection administration API are also not available.

Intrasite and intersite networking is disabled for the duration of the upgrade. Directory changes made on other nodes in the network are not replicated to the server or cluster that you are upgrading until after the upgrade is complete.

When the upgrade of the publisher server is complete, full functionality is restored on the publisher server.

When you start the upgrade on the subscriber server in a cluster:

Messages that were left on the subscriber server are copied to the publisher server, and the publisher server begins to deliver the messages to user mailboxes.

Unity Connection functionality on the subscriber server is completely disabled for the entire duration of the upgrade.

While the subscriber server is being upgraded, messages that are left on the publisher server are delivered to user mailboxes on the publisher server. When the upgrade of the subscriber server is complete, the messages are replicated to the subscriber server and are delivered to user mailboxes on the subscriber server. If single inbox is configured, messages are synchronized to Exchange after they are delivered to user mailboxes. If a large number of messages were left during the upgrade, there may be a significant delay before message delivery, replication, and synchronization with Exchange.

Features that You Must Reconfigure When You Upgrade to Unity Connection 9.x

Unity Connection 8.5 included enhancements to the following features, which are now among the features in Unity Connection unified messaging:

Accessing Exchange email by using text to speech.

Accessing Exchange calendars by phone, which allows you to hear a list of upcoming meetings, send a message to the meeting organizer or the meeting participants, and so on.

Importing Exchange contacts, which can be used in Unity Connection personal call transfer rules and when users place outgoing calls by using voice commands.

If you are upgrading from Unity Connection 8.0 or earlier and if Unity Connection is accessing Exchange email, calendars, or contacts, the features stop working until you reconfigure them. The task list tells you when in the upgrade process to reconfigure these features.

Part of an upgrade to Unity Connection 9.x is a major upgrade to the Linux operating system on the Unity Connection server, which significantly slows the upgrade process. Under ideal conditions, upgrading a non-clustered Unity Connection server will take four hours or longer. Under less than ideal conditions, for example, if you are upgrading from a network drive over a slow network connection, an upgrade could take several hours longer. Upgrading both servers in a cluster will take roughly twice as long as upgrading a non-clustered server.

In addition, if you are upgrading Unity Connection on a Cisco MCS 7825-H3 server (or the equivalent HP DL320G5), the upgrade also converts from hardware-based RAID to software-based RAID, which requires copying Unity Connection data and voice messages to an external drive. Under ideal conditions, upgrading a non-clustered 7825-H3 server will take six hours or longer, and upgrading a cluster that includes two 7825-H3 servers will take roughly twice that long.

You can reduce the duration of an upgrade by having users delete old voice messages and empty their Unity Connection deleted items folder a few days before you start the upgrade. Deleting voice messages reduces the duration of all upgrades by at least a little bit because it reduces the amount of data that is exported. Deleting messages potentially has a much larger effect on the MCS 7825-H3 and HP DL320G5 servers because the messages themselves are being exported, not just data about the messages.

Note By default, when users delete Unity Connection voice messages, the messages are moved to the Unity Connection deleted items folder, which is also exported during the upgrade. (Messages are moved to the deleted items folder regardless of how the users deleted the messages, for example, the telephone user interface, the Cisco Unity Inbox, or an email application when IMAP access to Unity Connection is configured.) If Unity Connection is configured to move deleted messages to the deleted items folder, users must delete messages and also empty their Unity Connection deleted items folder to reduce the number of messages that are exported during the upgrade.

Migrating licenses from Cisco Unity to Cisco Unity Connection Surviable Remote Site VoiceMail 9.x involves exporting of legacy license information from Cisco Unity and importing the exported data to Unity Connection 9.x. The legacy license information from Cisco Unity is exported to the computer through the export tool of COBRAS. For more information on COBRAS export tool, refer to http://www.ciscounitytools.com/Applications/General/COBRAS/COBRAS.html link . The exported data is further imported in Connection 9.x and is stored in Unity Connection 9.x database.

Once synchronization is done at ELM server, the legacy license information from Unity Connection 9.x is sent to the ELM server for migration. Now, you can migrate licenses through the ELM server. For more information in migrating licenses through the ELM server, refer to the "Migrate licenses using Upgrade Licenses wizard" section of ELM User Guide.

Step 2 Navigate to License Details for Migration to Connection 9.x and later field under Backup Options tab. Select the License Details for migration to Connection 9.x and later check box on Backup Options tab for exporting the legacy license data from Cisco Unity. A pop up appears.

Once synchronization is done at ELM server, the legacy license information from Unity Connection 9.x is sent to the ELM server for migration. Now, you can migrate licenses through the ELM server. For more information in migrating licenses through the ELM server, refer to the "Migrate licenses using Upgrade Licenses wizard" section of ELM user guide.

Once Unity Connection 9.x is configured with the ELM server, the legacy information is sent to the ELM server. Now, you can migrate licenses through the ELM server. For more information in migrating licenses through the ELM server, refer to the "Migrate licenses using Upgrade Licenses wizard" section of ELM user guide.

Warning You must install all pre 9.x licenses to pre 9.x Cisco Unity Connection Surviable Remote Site VoiceMail and Cisco Unity before you upgrade to Cisco Unity Connection Surviable Remote Site VoiceMail release 9.x as only the installed license informtation is considered as legacy license data to migrate licenses. After you upgrade to Release 9.x, you can not apply pre 9.x licenses to Cisco Unity Connection Surviable Remote Site VoiceMail 9.x and you can not apply them using the Enterprise License Manager.

Task List for Upgrading Unity Connection 7.x, 8.0, or 8.5 Software to the Shipping 9.x Version Without a Unity Connection Cluster

Do the following tasks to upgrade an existing Unity Connection 7.x, 8.0, or 8.5 server to the shipping 9.x version when no Unity Connection cluster is configured.

1. If you are upgrading Unity Connection on a Cisco MCS 7825-H3 server or the equivalent HP DL320G5: Confirm that you have a 128 GB or larger USB flash drive or external hard disk.

During the upgrade, disk drives in the Unity Connection server are converted from hardware-based RAID to software-based RAID. Before the RAID conversion, the USB drive is reformatted, and data and voice messages on the Unity Connection server are copied to the drive. After the RAID reconfiguration, data and voice messages are copied back to the disk drives in the Unity Connection server.

Caution Do not use a USB drive that contains data that you want to keep. During the upgrade, the USB drive is reformatted, and all existing data on the drive is destroyed.

If the server is no longer supported, replace it before you obtain the replacement license files for the new server.

If you are also migrating Unity Connection from a physical server to a virtual machine, migrate to the virtual machine and obtain the replacement license files for the virtual machine before you upgrade.

Warning You must install all valid pre 9.x licenses to pre 9.x Cisco Unity Connection Surviable Remote Site VoiceMail and Cisco Unity before you upgrade to Cisco Unity Connection Surviable Remote Site VoiceMail release 9.x as only the installed license informtation is considered as legacy license data to migrate licenses. After you upgrade to Release 9.x, you can not apply pre 9.x licenses to Cisco Unity Connection Surviable Remote Site VoiceMail 9.x and you can not apply them using the Enterprise License Manager.

7.Confirm that you have the software required for the upgrade. Note the following:

You must download the ciscocm.refresh_upgrade.cop (Cisco Option Package) file from Cisco.com. The .cop file patches your current version of Unity Connection, which is required before you can upgrade to Unity Connection 9.x. For information on downloading the .cop file from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .

If you are replacing the Unity Connection server and the server is currently running Unity Connection 7.0(1) through 7.1(2), you will also need Unity Connection 7.1(3) software. However, not all Unity Connection 7.x versions earlier than 7.1(3) can be directly upgraded to Unity Connection 7.1(3), so you may also need software for an intermediate version that can be upgraded directly to Unity Connection 7.1(3). For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

Note For 7.x and later versions, Cisco Unified CM and Cisco Unity Connection Surviable Remote Site VoiceMail version numbers are identical.

Unity Connection 7.1(3) software is required for two reasons. First, some older servers are not supported for use with Unity Connection 8.x, and an attempt to install or upgrade to Unity Connection 8.x on these older servers will fail. In addition, Unity Connection software earlier than version 7.1(3) does not include the drivers required by the new servers. This means you cannot install Unity Connection earlier than version 7.1(3) on a new server, move data to the new server by using the Disaster Recovery System, and then upgrade the new server to Unity Connection 9.x.

If you are replacing the Unity Connection server or replacing hard disks in the server, you must order physical DVDs because the software that you download from Cisco.com cannot be used for a new install.

If you are not replacing the server or replacing hard disks in the server, you can download the software for the upgrade from Cisco.com. For information on downloading the software from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .

If you are not replacing the server or the hard disks in the server, you may still need software for an upgrade to an intermediate version before you can upgrade to Unity Connection 9.x. For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

8. If the Unity Connection server has languages other than English-United States installed and you want to continue using the languages : Download the applicable Unity Connection 9.x language files. See the “Downloading Connection 9.x Language Files” section.

Caution When languages other than English-United States are installed and in use on the Unity Connection server, you must install the Unity Connection 9.x versions of the same languages after the upgrade. Otherwise, the Unity Connection conversation will not function properly for all users.

Warning Do not install the Unity Connection 9.x license files on the Unity Connection 7.x server.

Caution If the intermediate upgrade includes a major-version upgrade (for example, from 2.x to 7.x), you must complete the upgrade to Unity Connection 9.x before Unity Connection will function again. If you want 2.x license data to be sent to 9.x as legacy license information, you must obtain and install upgrade licenses for the intermediate upgrade.

10. If you are upgrading from Unity Connection 7.x, you are using the current server for Unity Connection 9.x, and you are replacing hard disks and/or adding memory:

Caution If you are upgrading Unity Connection on a Cisco MCS 7825-H3 server or the equivalent HP DL320G5, you cannot use the revert feature to revert to a previous version after you have upgraded to Unity Connection 9.x. If you want to revert to a previous version, you must install that version and then restore data from a DRS backup.

If you are installing Japanese and you want Cisco Unity Connection Administration to be localized, you must also install the Cisco Unified Communications Manager Japanese user locale. See the “Locale Installation” section in the “Software Upgrades” chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html .

If you are installing other languages and you want the Cisco Personal Communications Assistant to be localized, you must also install the corresponding Cisco Unified Communications Manager user locales. See the “Locale Installation” section in the “Software Upgrades” chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html .

17. If you are upgrading from Unity Connection 7.x or 8.0 to Unity Connection 9.x or later, and if any of the following are true: Configure unified messaging, or review and update unified messaging settings, as applicable.

– You were using text to speech to access Exchange email before the upgrade.

– You were accessing Exchange calendars by phone before the upgrade.

– You were using Exchange contacts for personal call transfer rules or voice commands before the upgrade.

– External services in Unity Connection 7.x or 8.0 are converted to unified messaging services. The unified messaging services are enabled, but the default settings may not be the ideal settings for your Active Directory and Exchange configuration.

– Unity Connection 8.5 no longer uses user passwords that are stored in the Unity Connection database to access Exchange. Instead, Unity Connection accesses Exchange through one or more unified messaging accounts that you create in Active Directory.

18. If you configured single inbox in Task 17. and you want full single-inbox functionality: Do the following tasks:

a. If Outlook on user workstations is currently configured to access Unity Connection voice messages via IMAP, delete the IMAP profile from Outlook.

Task List for Upgrading Unity Connection 7.x, 8.0, or 8.5 Software to the Shipping 9.x Version in a Unity Connection Cluster

Do the following tasks to upgrade the publisher and subscriber servers in a Unity Connection 7.x, 8.0, or 8.5 cluster to the shipping Unity Connection 9.x version.

1. If one or both of the servers in the Unity Connection cluster are Cisco MCS 7825-H3 servers or the equivalent HP DL320G5: Confirm that you have a 128 GB or larger USB flash drive or external hard disk.

During the upgrade, disk drives in MCS 7825-H3 or HP DL320 G5 servers are converted from hardware-based RAID to software-based RAID. Before the RAID conversion, the USB drive is reformatted, and data and voice messages on the Unity Connection server are copied to the drive. After the RAID reconfiguration, data and voice messages are copied back to the disk drives in the Unity Connection server.

Caution Do not use a USB drive that contains data that you want to keep. During the upgrade, the USB drive is reformatted, and all existing data on the drive is destroyed.

2. If you are upgrading to Unity Connection 9.x: Confirm the status of publisher and subscriber servers as active. To confirm the server status, navigate to Cisco Unity Connection Serviceability> Tools> Cluster Management. In addition, you need to confirm the running state of database replication, run the CLI command show cuc cluster status . For more information, see the applicable section in the Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html

Note the following:

– The status of publisher server should be primary and subscriber server should be secondary.

– You should always upgrade the publisher server first, and then the subscriber server.

Warning You must install all pre 9.x licenses to pre 9.x Cisco Unity Connection Surviable Remote Site VoiceMail and Cisco Unity before you upgrade to Cisco Unity Connection Surviable Remote Site VoiceMail release 9.x as only the installed license informtation is considered as legacy license data to migrate licenses. After you upgrade to Release 9.x, you can not apply pre 9.x licenses to Cisco Unity Connection Surviable Remote Site VoiceMail 9.x and you can not apply them using the Enterprise License Manager.

8.Confirm that you have the software required for the upgrade. Note the following:

If you are replacing Unity Connection servers and the servers are currently running Unity Connection 7.0(1) through 7.1(2), you will also need Unity Connection 7.1(3) software. However, not all Unity Connection 7.x versions earlier than 7.1(3) can be directly upgraded to Unity Connection 7.1(3), so you may also need software for an intermediate version that can be upgraded directly to Unity Connection 7.1(3). For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

Note For 7.x and later versions, Cisco Unified CM and Cisco Unity Connection Surviable Remote Site VoiceMail version numbers are identical.

Unity Connection 7.1(3) and Unity Connection 7.1(5) softwares are required for two reasons. First, some older servers are not supported for use with Unity Connection 8.x, and an attempt to install or upgrade to Unity Connection 8.x on these older servers will fail. In addition, Unity Connection software earlier than version 7.1(3) does not include the drivers required by the new servers. This prevents you from installing Unity Connection earlier than version 7.1(3) on a new server, moving data to the new server by using the Disaster Recovery System, and then upgrading the new server to Unity Connection 9.x.

If you are replacing the Unity Connection server or replacing hard disks in the server, you must order physical DVDs because the software that you download from Cisco.com cannot be used for a new install.

If you are not replacing the server or replacing hard disks in the server, you can download the software for the upgrade from Cisco.com. For information on downloading the software from Cisco.com, see the “Installation and Upgrade Information” section of the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html .

If you are not replacing the servers, you may still need software for an upgrade to an intermediate version before you can upgrade to Unity Connection 9.x. For information on supported upgrades, see the “Supported Cisco Unified Communications Manager Upgrades” section of Cisco Unified Communications Manager Software Compatibility Matrix at http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/compat/ccmcompmatr.html .

9. If the Unity Connection server has languages other than English-United States installed and you want to continue using the languages : Download the applicable Unity Connection 9.x language files. See the “Downloading Connection 9.x Language Files” section.

Caution If languages other than English-United States are installed and in use on the Unity Connection server, you must install the Unity Connection 9.x versions of the same languages after the upgrade. Otherwise, the Unity Connection conversation will not function properly for all users.

Do not install the Unity Connection 8.x license files on the Unity Connection 7.x servers.

Caution If the intermediate upgrade includes a major-version upgrade (for example, from 2.x to 7.x), you must complete the upgrade to Unity Connection 9.x before Unity Connection will function again. When you integrate with the ELM server to obtain license files for the upgrade, Cisco sends you only 9.x license files, which cannot be used on intermediate versions.

Caution If you are upgrading Unity Connection on Cisco MCS 7825-H3 servers or the equivalent HP DL320G5, you cannot use the revert feature to revert to a previous version after you have upgraded to Unity Connection 9.x. If you want to revert to a previous version, you must install that version and then restore data from a DRS backup.

Caution Do not start the upgrade on the subscriber server until the upgrade of the publisher server is complete, or all Unity Connection functionality on both servers will be disabled until the upgrade of the publisher server completes. In addition, the upgrade of the subscriber server will fail, and you will have to upgrade the subscriber server again.

If the phone system is routing calls to the subscriber server, outside callers and Unity Connection users can leave voice messages, but the messages are not immediately delivered to user mailboxes.

17. If the subscriber server is a Cisco MCS 7825-H3 server or HP DL320G5 server: Connect a 128-GB or larger USB flash drive or external hard disk to the subscriber server.

If the publisher server was a Cisco MCS 7825-H3 server or HP DL320G5 server, you can use the same drive that you connected to the publisher server in Task 15.

18.Confirm that the publisher server is taking calls and delivering voice messages to users.

If the phone system is routing calls to the publisher server, outside callers and Unity Connection users can leave voice messages. Messages are immediately delivered to user mailboxes.

Caution If you are upgrading Unity Connection on Cisco MCS 7825-H3 servers or the equivalent HP DL320G5, you cannot use the revert feature to revert to a previous version after you have upgraded to Unity Connection 9.x. If you want to revert to a previous version, you must reinstall that version.

If you are installing other languages and you want the Cisco Personal Communications Assistant to be localized, you must also install the corresponding Cisco Unified Communications Manager locales. See the “Locale Installation” section in the “Software Upgrades” chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html .

22. If you are upgrading from Unity Connection 7.x or 8.0 to Unity Connection 9.x, and if any of the following are true: Configure unified messaging, or review and update unified messaging settings, as applicable.

– You were using text to speech to access Exchange email before the upgrade.

– You were accessing Exchange calendars by phone before the upgrade.

– You were using Exchange contacts for personal call transfer rules or voice commands before the upgrade.

– External services in Unity Connection 7.x or 8.0 are converted to unified messaging services. The unified messaging services are enabled, but the default settings may not be the ideal settings for your Active Directory and Exchange configuration.

– Unity Connection 8.5 no longer uses user passwords that are stored in the Unity Connection database to access Exchange. Instead, Unity Connection accesses Exchange through one or more unified messaging accounts that you create in Active Directory.

23. If you configured single inbox in Task 22. and you want full single-inbox functionality: Do the following tasks:

a. If Outlook on user workstations is currently configured to access Unity Connection voice messages via IMAP, delete the IMAP profile from Outlook.

Warning You must install all pre 9.x licenses to pre 9.x Cisco Unity Connection Surviable Remote Site VoiceMail and Cisco Unity before you upgrade to Cisco Unity Connection Surviable Remote Site VoiceMail release 9.x as only the installed license informtation is considered as legacy license data to migrate licenses. After you upgrade to Release 9.x, you can not apply pre 9.x licenses to Cisco Unity Connection Surviable Remote Site VoiceMail 9.x and you can not apply them using the Enterprise License Manager.

5. If the Unity Connection server has languages other than English-United States installed and you want to continue using the languages: Download the applicable Unity Connection 9.x language files. See the “Downloading Connection 9.x Language Files” section.

Caution When languages other than English-United States are installed and in use on the Unity Connection server, you must install the Unity Connection 9.x versions of the same languages after the upgrade. Otherwise, the Unity Connection conversation will not function properly for all users.

7. If you are upgrading during nonbusiness hours: Run the CLI command utils iothrottle disable to speed up the upgrade.

In an effort to prevent upgrades from adversely affecting system performance during business hours, the upgrade process is throttled and may take several hours to complete. If you are upgrading during a maintenance window, you can speed up the upgrade by disabling the throttling. This decreases the time required for the upgrade to complete but adversely affects Unity Connection performance. For more information, see the applicable Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html .

If you are installing Japanese and you want Cisco Unity Connection Administration to be localized, you must also install the Cisco Unified Communications Manager Japanese user locale. See the “Locale Installation” section in the “Software Upgrades” chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html .

If you are installing other languages and you want the Cisco Personal Communications Assistant to be localized, you must also install the corresponding Cisco Unified Communications Manager user locales. See the “Locale Installation” section in the “Software Upgrades” chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html .

12. If you are upgrading from Unity Connection 8.6 to the shipping Unity Connection 9.x version, and if any of the following are true: Configure unified messaging, or review and update unified messaging settings, as applicable.

– You were using text to speech to access Exchange email before the upgrade.

– You were accessing Exchange calendars by phone before the upgrade.

– You were using Exchange contacts for personal call transfer rules or voice commands before the upgrade.

Task List for Upgrading Unity Connection 8.6 Software to the Shipping 9.x Version in a Unity Connection Cluster

Revised December 13, 2013

As the upgrade software is installed, the publisher and subscriber servers continue answering calls and replication occurs. After the upgrade is complete, you switch the two servers, one at a time, to the upgraded software.

Note the following details about how Unity Connection functions during the switch:

When you switch the publisher server to the upgraded software, the subscriber server answers all calls, but replication does not occur and messages may not be available.

When you switch the subscriber server to the upgraded software, the publisher server answers all calls, but replication does not occur and messages may not be available.

About 15 minutes after both servers are switched to the upgraded software, both servers answer calls, replication resumes, and messages are available.

Note the following considerations about the upgrade process:

Messages that are recorded while switching to the upgraded software are not replicated. This means that, depending on the Connection server that is accessed, a user may briefly not be able to retrieve new messages. After the upgrade process is complete, messages are replicated. When replication is complete, all messages are available regardless of which Unity Connection server is accessed.

MWIs and notifications may not be sent. MWIs and notifications synchronize only after the upgrade process is complete.

Do the following tasks to upgrade the publisher and subscriber servers in a Unity Connection 8.6 cluster to the shipping Unity Connection 9.x version.

1. If you are upgrading to Unity Connection 9.x: Confirm the status of publisher and subscriber servers as active. To confirm the server status, navigate to Cisco Unity Connection Serviceability> Tools> Cluster Management. In addition, you need to confirm the running state of database replication, run the CLI command show cuc cluster status . For more information, see the applicable section in the Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html

Note the following:

– The status of publisher server should be primary and subscriber server should be secondary.

– You should always upgrade the publisher server first, and then the subscriber server.

5. If the Unity Connection server has languages other than English-United States installed and you want to continue using the languages: Download the applicable Unity Connection 9.x language files. See the “Downloading Connection 9.x Language Files” section.

Caution If languages other than English-United States are installed and in use on the Unity Connection server, you must install the Unity Connection 9.x versions of the same languages after the upgrade. Otherwise, the Unity Connection conversation will not function properly for all users.

8. If you are upgrading during nonbusiness hours : On the publisher server, run the CLI command utils iothrottle disable to speed up the upgrade.

In an effort to prevent upgrades from adversely affecting system performance during business hours, the upgrade process is throttled and may take several hours to complete. If you are upgrading during a maintenance window, you can speed up the upgrade by disabling the throttling. This decreases the time required for the upgrade to complete but adversely affects Unity Connection performance. For more information, see the applicable Command Line Interface Reference Guide for Cisco Unified Communications Solutions at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html .

Caution You cannot disable throttling while an upgrade is running. If you decide to disable throttling after you start an upgrade, you must stop the upgrade, disable throttling, and restart the upgrade from the beginning.

9.Upgrade the Unity Connection software on the publisher server. See the applicable section:

If you are installing other languages and you want the Cisco Personal Communications Assistant to be localized, you must also install the corresponding Cisco Unified Communications Manager locales. See the “Locale Installation” section in the “Software Upgrades” chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html .

18. If you are upgrading from Unity Connection 8.6 to the shipping Unity Connection 9.x version, and if any of the following are true: Configure unified messaging, or review and update unified messaging settings, as applicable.

– You were using text to speech to access Exchange email before the upgrade.

– You were accessing Exchange calendars by phone before the upgrade.

– You were using Exchange contacts for personal call transfer rules or voice commands before the upgrade.

Note If you are upgrading a server that does not require a memory upgrade or a hard-disk replacement, skip this section.

Some servers that are running Cisco Unity Connection Surviable Remote Site VoiceMail 7.x and are qualified for use with Unity Connection 9.x require a hard-disk replacement to support Unity Connection 9.x. In addition, some servers require additional memory if you are going to add selected features (for example, intrasite or intersite networking) to the upgraded server.

Warning This equipment is to be installed and maintained by service personnel only as defined by AS/NZS 3260 Clause 1.2.14.3 Service Personnel. Statement 88

Warning During this procedure, wear grounding wrist straps to avoid ESD damage to the card. Do not directly touch the backplane with your hand or any metal tool, or you could shock yourself. Statement 94

Warning The safety cover is an integral part of the product. Do not operate the unit without the safety cover installed. Operating the unit without the cover in place will invalidate the safety approvals and pose a risk of fire and electrical hazards. Statement 117

Warning Do not work on the system or connect or disconnect cables during periods of lightning activity. Statement 1001

Warning Read the installation instructions before connecting the system to the power source. Statement 1004

Warning To prevent bodily injury when mounting or servicing this unit in a rack, you must take special precautions to ensure that the system remains stable. The following guidelines are provided to ensure your safety:• This unit should be mounted at the bottom of the rack if it is the only unit in the rack.• When mounting this unit in a partially filled rack, load the rack from the bottom to the top with the heaviest component at the bottom of the rack.• If the rack is provided with stabilizing devices, install the stabilizers before mounting or servicing the unit in the rack. Statement 1006

Warning There is the danger of explosion if the battery is replaced incorrectly. Replace the battery only with the same or equivalent type recommended by the manufacturer. Dispose of used batteries according to the manufacturer’s instructions. Statement 1015

Warning This unit is intended for installation in restricted access areas. A restricted access area can be accessed only through the use of a special tool, lock and key, or other means of security. Statement 1017

Warning To reduce the risk of fire, use only No. 26 AWG or larger telecommunication line cord. Statement 1023

Warning This equipment must be grounded. Never defeat the ground conductor or operate the equipment in the absence of a suitably installed ground conductor. Contact the appropriate electrical inspection authority or an electrician if you are uncertain that suitable grounding is available. Statement 1024

Warning Blank faceplates and cover panels serve three important functions: they prevent exposure to hazardous voltages and currents inside the chassis; they contain electromagnetic interference (EMI) that might disrupt other equipment; and they direct the flow of cooling air through the chassis. Do not operate the system unless all cards, faceplates, front covers, and rear covers are in place. Statement 1029

Warning Only trained and qualified personnel should be allowed to install, replace, or service this equipment. Statement 1030

Warning Ultimate disposal of this product should be handled according to all national laws and regulations. Statement 1040

Caution If you install new memory modules in the wrong slots, the server and operating system may not recognize that they have been installed, and Cisco Unity Connection Surviable Remote Site VoiceMail performance may suffer.

Caution You must remove existing hard disks and install exactly as many hard disks as you remove, or Cisco Unity Connection Surviable Remote Site VoiceMail installation will fail.

a.Make note of the current locations of the hard disks in the server, including which hard disk is in which hard disk slot. If the replacement fails and you want to revert to the current configuration, you must put the existing hard disks back into their current locations.

b. Remove the drive trays from the server.

c. Remove the old hard disks from the drive trays.

d. Insert the new hard disks into the drive trays.

e. Reinstall the drive trays in the locations that you made note of in Step a.

Step 4Reattach the cover.

Installing the Cisco Option Package that Is Required to Upgrade from Unity Connection 7.x, 8.0, or 8.5 to the Shipping 9.x Version

Note Installing the Cisco Option Package will temporarily affect access to Unity Connection administration applications and to the command-line interface.

Step 5 In the Directory field, enter the path to the folder that contains the .cop file.

If the .cop file is located on a Linux or Unix server, you must enter a forward slash (/) at the beginning of the folder path. (For example, if the .cop file is in the cop folder, you must enter /cop .)

If the .cop file is located on a Windows server, you must use the applicable syntax for an FTP or SFTP server such as:

The path must begin with a forward slash (/) and contain forward slashes throughout instead of backward slashes (\).

The path must start from the FTP or SFTP root folder on the server and must not include a Windows absolute path, which starts with a drive letter (for example, C:).

Step 6 In the Server field, enter the server name or IP address.

Step 7 In the User Name field, enter the alias that will be used to sign in to the remote server.

Step 8 In the User Password field, enter the password that will be used to sign in to the remote server.

Caution If you are upgrading a cluster, do not start the upgrade on the subscriber server until after the upgrade of the publisher server is complete, or all Unity Connection functionality on both servers will be disabled until the upgrade of the publisher server completes. In addition, the upgrade of the subscriber server will fail, and you will have to upgrade the subscriber server again.

To Upgrade Unity Connection 7.x, 8.0, 8.5, or 8.6 Software to the Shipping 9.x Version from a Local DVD

Step 1 Insert the DVD that contains Unity Connection into the disc drive on the Cisco Unity Connection Surviable Remote Site VoiceMail server.

Step 2 Sign in to Cisco Unified Operating System Administration.

If you are upgrading the subscriber server in a Unity Connection cluster, you can only access Cisco Unified Operating System Administration by browsing to:

Step 7 Select the upgrade version that you want to install, and select Next . The upgrade file is copied to the hard disk on the Unity Connection server. When the file is copied, a screen displays the checksum value.

Step 8 Verify the checksum.

Step 9 On the next page, monitor the progress of the upgrade.

If you lose your connection with the remote server or close your browser during this step, you may see the following message when you try to view the Software Installation/Upgrade page again:

Warning: Another session is installing software, click Assume Control to take over the installation.

To continue monitoring the upgrade, select Assume Control .

You can also monitor the upgrade by using the Real-Time Monitoring Tool.

Step 10Select Next .

During the initial phase of the upgrade, the Installation Log text box in Cisco Unified Operating System Administration is updated with information on the progress of the upgrade, but updates stop after the server automatically restarts for the first time. To determine when the upgrade is complete, view the console for the Unity Connection server: the console screen displays a message indicating that the installation is complete, and the login prompt for the command-line interface appears.

Step 11 To verify the success of the upgrade, run the CLI command show cuc version . The upgrade succeeded if the active partition has the upgraded version and the inactive partition has the old version.

Upgrading Unity Connection 7.x, 8.0, 8.5, or 8.6 Software to the Shipping 9.x Version from a Network Location

To upgrade Unity Connection from a network location, you must download a signed .iso file from Cisco.com, and copy the .iso file to an FTP or SFTP server. Unity Connection does not allow you to upgrade by copying either the contents of a DVD shipped from Cisco or the extracted contents of a downloaded .iso file to an FTP or SFTP server. This helps prevent someone from attempting to upgrade by using software that has been tampered with.

Caution If you are upgrading a cluster, do not start the upgrade on the subscriber server until after the upgrade of the publisher server is complete, or all Unity Connection functionality on both servers will be disabled until the upgrade of the publisher server completes. In addition, the upgrade of the subscriber server will fail, and you will have to upgrade the subscriber server again.

To Upgrade Unity Connection 7.x, 8.0, 8.5, or 8.6 Software to the Shipping 9.x Version from a Network Location

Step 1 Copy the upgrade file to a folder on an FTP or SFTP server that the Cisco Unity Connection Surviable Remote Site VoiceMail server can access.

Step 2 Sign in to Cisco Unified Operating System Administration.

If you are upgrading the subscriber server in a Unity Connection cluster, you can only access Cisco Unified Operating System Administration by browsing to:

Step 5 In the Directory field, enter the path to the folder that contains the upgrade file.

If the upgrade file is located on a Linux or Unix server, you must enter a forward slash (/) at the beginning of the folder path. (For example, if the upgrade file is in the upgrade folder, you must enter /upgrade .)

If the upgrade file is located on a Windows server, you must use the applicable syntax for an FTP or SFTP server such as:

The path must begin with a forward slash (/) and contain forward slashes throughout instead of backward slashes (\).

The path must start from the FTP or SFTP root folder on the server and must not include a Windows absolute path, which starts with a drive letter (for example, C:).

Step 6 In the Server field, enter the server name or IP address.

Step 7 In the User Name field, enter the alias that will be used to sign in to the remote server.

Step 8 In the User Password field, enter the password that will be used to sign in to the remote server.

Step 11 Select the upgrade version that you want to install and select Next . The upgrade file is copied to the hard disk on the Unity Connection server. When the file is copied, a screen displays the checksum value.

Step 12 Verify the checksum.

Step 13 On the next page, monitor the progress of the upgrade.

If you lose your connection with the remote server or close your browser during this step, you may see the following message when you try to view the Software Installation/Upgrade page again:

Warning: Another session is installing software, click Assume Control to take over the installation.

To continue monitoring the upgrade, select Assume Control .

You can also monitor the upgrade by using the Real-Time Monitoring Tool.

Step 14 Select Next .

During the initial phase of the upgrade, the Installation Log text box in Cisco Unified Operating System Administration is updated with information on the progress of the upgrade, but updates stop after the server automatically restarts for the first time. To determine when the upgrade is complete, view the console for the Unity Connection server: the console screen displays a message indicating that the installation is complete, and the login prompt for the command-line interface appears.

Step 15 To verify the success of the upgrade, run the CLI command show cuc version . The upgrade succeeded if the active partition has the upgraded version and the inactive partition has the old version.

Switching to the Upgraded Version of Unity Connection 9.x Software

If you chose not to automatically switch to the upgraded partition at the end of the upgrade, do the following procedure when you are ready to switch partitions.

Step 4 On the Version Settings page, select Switch Versions , and the following occurs:

Unity Connection services are stopped.

Data from the partition where the older version is installed is copied to the partition where the newer version is installed. Note that messages are stored in a common partition, so they are not copied.

The Unity Connection server restarts and switches to the newer version.

Note You can check the status of the installation of the upgrade software by using the CLI command show cuc version. The upgrade is complete when the inactive partition has the upgraded software and the active partition has the old software.